01 · The definition
Start with what the customer is trying to accomplish
Customer intent is what the customer is trying to accomplish in a given situation.
A search, a click, or an application can offer a clue. Sometimes the customer tells you exactly what they want. In either case, the details of the situation help explain which goal they’re pursuing and what kind of help would move them forward.
Search intent asks what the person wants from a search, such as an explanation or a particular page. Customer intent asks what getting that answer or reaching that page would help them do. Sometimes understanding the answer is the whole goal. Sometimes it’s one step toward resolving a bigger problem.
02 · A hypothetical utility example
Five minutes, two priorities
Imagine a customer opens her utility account after noticing that her bill is higher than usual. Here’s what changes as she learns more.
“Why did my bill go up?”
She opens her bill and compares it with last month’s. She wants to know whether the increase came from usage, a rate change, or a charge she doesn’t recognize.
Immediate goal: Understand the increase.
“How do I keep my service on?”
She notices a past-due notice with a deadline tomorrow. She knows she can’t pay the full balance today. Now she needs to find out what options, if any, could keep service on and what she has to do by the deadline.
Immediate goal: Find a workable way to avoid an interruption.
Both goals still matter. The notice changed which one she needed to address first. A usage chart could help answer her original question. Clear guidance on what the notice means and what steps are available would help her address the urgent one.
The utility might see a bill view, a notice view, and a visit to a payment options page. That sequence supports a hypothesis about urgency. A question the customer asks in chat, or what she says during a support call, could clarify her priority. Another customer could follow those same steps while helping someone else review their bill.
03 · Four distinctions
What happened, what mattered, and what success would mean
At 9:05, the same visit contains four different pieces of the story.
- Signal
- She opens the past-due notice and views payment options.
- Intent
- She’s trying to find a way to keep her service on.
- Motivation
- She depends on electricity at home and wants to avoid an interruption.
- Desired outcome
- She completes an available step in time and her service stays on.
04 · Put it into practice
Where might the customer’s priority change?
Take one journey you know well. Find the moment when a customer learns something that could change what they need next, such as a deadline, a fee, or a requirement they can’t meet.
- Write what the customer might be trying to do before and after that moment.
- Identify one piece of evidence that could distinguish a change in priorities from an ordinary next step.
- Ask what help would match the new priority and how you would know whether it worked.
In the bill example, a visit to the payment options page shows that the customer found the page. To know whether she could act in time, you’d need evidence about the option she could use, what happened next, and whether her service stayed on.
Keep Exploring Customer Intent
The Intent LedgerWhen Customer Intent Changes Mid-Journey
A customer takes a different route. Did their goal change, did another priority take over, or did they find a new way to get there?
Read the articleContinue exploring
From customer intent to Customer Intent Intelligence™
Customer intent concerns the customer’s goal. Customer Intent Intelligence is the discipline of investigating that goal with evidence, deciding how to respond, and checking whether the response helped.